As an Account Manager you need to have access to the features related to Account management.

Watch this short video that will take you through the CRM & Pipeline Management module.

My settings

First of all you will need to make sure that your personal settings are correct. Open My settings in the upper right corner.

CRM & Pipeline Management

In the CRM & Pipeline Management you can manage the sales opportunities on existing customers and prospects. On each customer/prospect you can add activities and assign these to you or another user.

The Jobs book

In the Jobs book you do most project management. From here you create new jobs, follow-up on the ones currently in process, and on each job you can add Schedules, Price quotes, Purchase orders, Invoices and Files. This is the front page showing you the jobs.

Price quote

The Price tab can be used to calculate the budget for this job. As on the schedule the price quote is built up using Phases and Activities. On each price quote line you pick an activity defined by a role (like a project manager) and then the system will insert the correct hourly rate based on the price list attached to the job. Use the Copy from button to copy from another job, a template or convert the schedule to a price quote.

 

Conversation

The Conversation tab allows users to communicate through the system, as opposed to communicating through many emails. This ensures that all important information is kept in the system and available to all users with access to it.

 

Time sheet

Filling in your time sheet.

Note: use the Quick time entry button in the Jobs book to quickly enter time on the job you are currently on.

Expense entry

If you have expenses related to a job or any other purchases to claim, you can use the expense entry to enter these.